How It Works

Follow each step in Cards.

  • Keep decisions and evidence with the Card they explain.
  • Do not complete a Card simply to remove it from view.
  1. 01

    Open a Card from Stack, Plan, Pressure, Calendar, or another Cards view.

    Cards screen demonstrating step 1: Open a Card from Stack, Plan, Pressure, Calendar, or another Cards view.Open the selected Card
    Step 1 screen focusOpen a Card from Stack, Plan, Pressure, Calendar, or another Cards view.
  2. 02

    Confirm the Card type, Project, status, owner, due date, and review path.

    Cards screen demonstrating step 2: Confirm the Card type, Project, status, owner, due date, and review path.Confirm type, Project, status, owner, and timing
    Step 2 screen focusConfirm the Card type, Project, status, owner, due date, and review path.
  3. 03

    Read the work request, completion criteria, dependencies, and recent history.

    Cards screen demonstrating step 3: Read the work request, completion criteria, dependencies, and recent history.Read the request, criteria, and history
    Step 3 screen focusRead the work request, completion criteria, dependencies, and recent history.
  4. 04

    Add a relevant comment or attachment when the work changes.

    Cards screen demonstrating step 4: Add a relevant comment or attachment when the work changes.Add a comment or attachment
    Step 4 screen focusAdd a relevant comment or attachment when the work changes.
  5. 05

    Use the available action—such as Help, Complete, Review, or Schedule—only when its condition is true.

    Cards screen demonstrating step 5: Use the available action—such as Help, Complete, Review, or Schedule—only when its condition is true.Choose the action that matches the work state
    Step 5 screen focusUse the available action—such as Help, Complete, Review, or Schedule—only when its condition is true.
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